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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 workflow automation


Imaging and Workflow Automation
In a recession, accounts payable (AP) departments need to process more invoices and pay them faster—all with a smaller staff. Perhaps the biggest challenge

workflow automation  and Workflow Automation In a recession, accounts payable (AP) departments need to process more invoices and pay them faster—all with a smaller staff. Perhaps the biggest challenge stems from the continued reliance on paper-based invoices and people-based processes. Discover solutions that address the most common accounts-payable problem areas, including liabilities, process control and visibility, approvals, exceptions, and manual processing.

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Documents related to » workflow automation

DynaFlow Modeling & Workflow Solutions


DynaFlow Modeling and Workflow Solutions Inc., founded in 1997, focusses on the domains of enterprise modeling, workflow management, and knowledge management, in relation to business re-engineering initiatives and ERP implementations. DynaFlow's mission is to support total process management solutions such as Baan-DEM, target enterprise methodology, and its own EZ-Process product suite. Additionallly, DynaFlow focusses on modeling with respect to projects related to ERP, B2B and B2C, and ISO. DynaFlow is based in Quebec, Canada.

workflow automation  Modeling & Workflow Solutions DynaFlow Modeling and Workflow Solutions Inc., founded in 1997, focusses on the domains of enterprise modeling, workflow management, and knowledge management, in relation to business re-engineering initiatives and ERP implementations. DynaFlow's mission is to support total process management solutions such as Baan-DEM, target enterprise methodology, and its own EZ-Process product suite. Additionallly, DynaFlow focusses on modeling with respect to projects related to ER Read More

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

workflow automation  Requirements Customizable Reports Activity Workflow Automation Outlook Email Integration Outlook Calendar Integration Shared Calendar Functionality Microsoft Excel Import/Export Customizable Interface Contact Management Requirements Account History and Tracking Call/Email History and Tracking Mail Merge for Letters and Faxes List Building and Management Contact Hierarchy Management Time/Date Stamped Notes Web 2.0/Social Media Integration Lead Tracking Requirements Prospect Management Automated Lead Read More

Microsoft's Dynamic New Approach to Professional Services Automation


In the short term, Microsoft Dynamics SL will likely follow the professional services automation (PSA) trend of extending functionality to the Web. In the long term, its eventual absorption into the Microsoft Dynamics product line may affect Microsoft's strategy in the project portfolio management marketplace.

workflow automation  extensive project accounting and workflow functionality, which is designed for general contractors. In terms of providing deep functionality in portfolio management, Microsoft Dynamics SL has seamless real time bi-directional integration with Microsoft Project Server 2003, enabling project managers and stakeholders to gauge the progress of projects and the utilization of project resources. Microsoft Dynamics SL also has the distinct advantage of offering its clients a fully integrated PPM solution for Read More

Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

workflow automation  improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax. Read More

Improving CRM Investments: Optimizing the Customer Life Cycle with Intelligent Marketing Automation


Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness of the other parts. Find out about the six components that can lead you to having—and using—a profitable CRM system that includes a marketing automation solution.

workflow automation  CRM Investments: Optimizing the Customer Life Cycle with Intelligent Marketing Automation Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness of the other parts. Find out about the six components that can lead you to having—and using—a profitable CRM system that includes a marketing Read More

Rockwell Automation


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workflow automation  Automation Read More

Advanced project for Microsoft Dynamics AX: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

workflow automation  project for Microsoft Dynamics AX: PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both t Read More

Sales Force Automation (SFA) RFI/RFP Template


Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more

workflow automation  Force Automation (SFA) RFI/RFP Template The Sales Force Automation (SFA) RFI/RFP Template lists and describes 788 features and functions found in Sales Force Automation (SFA) software solutions. This Sales Force Automation (SFA) Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your Sales Force Automation (SFA) software selection projects. Features and functions included in this Sales Force Automation (SFA) Template: Management of Read More

Understanding the ROI of Marketing Automation


Over the past decade, marketing professionals have seen their field change substantially thanks to advances in technology and the ever-increasing use of social media. Keeping up with marketing tasks in this new environment of constant connection can be extremely difficult. Marketing automation has emerged as a solution for company leaders who want to focus on generating leads without sacrificing other types of marketing campaigns. For many sales professionals, automation systems provide the best way possible to pare down leads and focus on the prospects most likely to buy. But before you can decide if a marketing automation system is right for your company, you need to know more about automation and its return on investment (ROI).

workflow automation  the ROI of Marketing Automation Over the past decade, marketing professionals have seen their field change substantially thanks to advances in technology and the ever-increasing use of social media. Keeping up with marketing tasks in this new environment of constant connection can be extremely difficult. Marketing automation has emerged as a solution for company leaders who want to focus on generating leads without sacrificing other types of marketing campaigns. For many sales professionals, Read More

Business Process Automation


The speed of business today is growing exponentially. Consequently, organizations are generating incredible amounts of information around the clock. Yet vast percentages of this data remain unstructured, meaning that users cannot leverage it to deliver business efficiency or advantage. Learn how you can better manage and deploy information for operational productivity.

workflow automation  Process Automation The speed of business today is growing exponentially. Consequently, organizations are generating incredible amounts of information around the clock. Yet vast percentages of this data remain unstructured, meaning that users cannot leverage it to deliver business efficiency or advantage. Learn how you can better manage and deploy information for operational productivity. Read More

Two Mistakes Most Professional Services Organizations Make-How Metrics and Automation Tools Drive Profits


Many companies strive to effectively measure and analyze their service operations. But while management struggles to measure too many (or too few) metrics, they often overlook the basic measurement question: what to track, and how? By using the concept metric perspectives to define what data provides the most insight, you can move closer to a comprehensive metrics strategy.

workflow automation  Mistakes Most Professional Services Organizations Make-How Metrics and Automation Tools Drive Profits Many companies strive to effectively measure and analyze their service operations. But while management struggles to measure too many (or too few) metrics, they often overlook the basic measurement question: what to track, and how? By using the concept metric perspectives to define what data provides the most insight, you can move closer to a comprehensive metrics strategy. Read More

Dynamics SL: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

workflow automation  SL: PPM for Professional Services Automation Competitor Analysis Report A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of Read More

Automation, Integration, and Consolidation Drive down Costs While Improving Global Delivery


Research has shown that top performing organizations are using core Human Resources (HR) technologies to manage costs, ensure compliance, and automate processes to free up HR resources to focus on strategic business priorities. This research brief from the Aberdeen Group looks at how these organizations are using SAP solutions to address their cost containment, compliance, and automation needs.

workflow automation  Integration, and Consolidation Drive down Costs While Improving Global Delivery Research has shown that top performing organizations are using core Human Resources (HR) technologies to manage costs, ensure compliance, and automate processes to free up HR resources to focus on strategic business priorities. This research brief from the Aberdeen Group looks at how these organizations are using SAP solutions to address their cost containment, compliance, and automation needs. Read More

Is Cron Limiting Your Automation Strategy?


If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler.

workflow automation  Cron Limiting Your Automation Strategy? If you currently use cron to schedule jobs on your UNIX servers, you may have noticed that your job schedule requires a higher degree of flexibility than cron can provide. Or, your IT department is required to comply with specific regulations. If this is the case, Skybot Scheduler, the enterprise scheduler for your Windows, UNIX, and Linux servers, may be the solution. Read about some of the advantages of Skybot Scheduler. Read More